What are the responsibilities and job description for the Client Service Associate position at Lead Advisor?
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Westerly. To view other open roles, visit jobs.lead-advisor.com
Client Service Associate
Job Responsibilities :
As our Client Service Associate, you will be working with our investment advisory team in providing exceptional service.
Responsibilities include :
- Maintaining client relationships, processing client requests & resolving client inquires
- Prepare and submit required forms to our custodian, including obtaining client signatures
- Prepare Advisors for client meetings including preparing client investment summary, scheduling and confirming client meetings
- Perform general administrative functions including answering client calls, preparing client correspondence and filing
- Potential to execute trading investments including rebalancing
- Potential to review and resolve drift and non-sufficient funds reports
Required Qualifications :
This is a full time position. Competitive benefits package is available. Compensation is dependent on experience. Future advancement potential when proficient in current job responsibilities.
Location : Westerly, RI
Salary : Depends on experience : $60,000- $75,000.
Salary : $60,000 - $75,000
